The fund shows a Beta (market volatility) of 0.31, which means possible diversification benefits within a given portfolio. As returns on the market increase, Federated Capital's returns are expected to increase less than the market. However, during the bear market, the loss of holding Federated Capital is expected to be smaller as well.
Risk-Adjusted Performance
Good
Weak
Strong
Compared to the overall equity markets, risk-adjusted returns on investments in Federated Capital Income are ranked lower than 11 (%) of all funds and portfolios of funds over the last 90 days. In spite of fairly strong basic indicators, Federated Capital is not utilizing all of its potentials. The current stock price disturbance, may contribute to short-term losses for the investors.
Federated Capital Relative Risk vs. Return Landscape
If you would invest 926.00 in Federated Capital Income on November 26, 2025 and sell it today you would earn a total of 24.00 from holding Federated Capital Income or generate 2.59% return on investment over 90 days. Federated Capital Income is currently producing 0.0439% returns and takes up 0.312% volatility of returns over 90 trading days. Put another way, 2% of traded mutual funds are less volatile than Federated, and 99% of all traded equity instruments are likely to generate higher returns over the next 90 trading days.
Expected Return
Risk
Assuming the 90 days horizon Federated Capital is expected to generate 1.17 times less return on investment than the market. But when comparing it to its historical volatility, the company is 2.44 times less risky than the market. It trades about 0.14 of its potential returns per unit of risk. The Dow Jones Industrial is currently generating roughly 0.07 of returns per unit of risk over similar time horizon.
Federated Capital Alerts and Suggestions
In today's market, stock alerts give investors the competitive edge they need to time the market and increase returns. Checking the ongoing alerts of Federated Capital for significant developments is a great way to find new opportunities for your next move. Suggestions and notifications for Federated Capital Income can help investors quickly react to important events or material changes in technical or fundamental conditions and significant headlines that can affect investment decisions.
Federated Capital is not yet fully synchronised with the market data
The fund holds about 9.92% of its assets under management (AUM) in cash
Federated Capital Fundamentals Growth
Federated Mutual Fund prices reflect investors' perceptions of the future prospects and financial health of Federated Capital, and Federated Capital fundamentals are critical determinants of its market performance. Overall, investors pay close attention to revenue and earnings growth, profit margins, and debt levels. These fundamentals can have a significant impact on Federated Mutual Fund performance.
Evaluating Federated Capital's performance through its fundamental ratios, provides valuable insights into its operational efficiency and profitability. For instance, if Federated Capital has a high ROA and ROE, it suggests that the company is efficiently using its assets and equity to generate substantial profits, making it an attractive investment. Conversely, if Federated Capital has a low ROA and ROE, it may indicate underlying issues in asset and equity management, signaling a need for operational improvements. Please also refer to our technical analysis and fundamental analysis pages.
The investment seeks current income and long-term growth of income capital appreciation is a secondary objective. Federated Capital is traded on NASDAQ Exchange in the United States.
Things to note about Federated Capital Income performance evaluation
Checking the ongoing alerts about Federated Capital for important developments is a great way to find new opportunities for your next move. Mutual Fund alerts and notifications screener for Federated Capital Income help investors to be notified of important events, changes in technical or fundamental conditions, and significant headlines that can affect investment decisions.
The fund holds about 9.92% of its assets under management (AUM) in cash
Evaluating Federated Capital's performance can involve analyzing a variety of financial metrics and factors. Some of the key considerations to evaluate Federated Capital's mutual fund performance include:
Analyzing Federated Capital's financial statements, including its income statement, balance sheet, and cash flow statement, helps in understanding its overall financial health and growth potential.
Getting a closer look at valuation ratios like price-to-earnings (P/E) ratio, price-to-sales (P/S) ratio, and price-to-book (P/B) ratio help in understanding whether Federated Capital's stock is overvalued or undervalued compared to its peers.
Examining Federated Capital's industry or sector and how it is performing can give you an idea of its growth potential and how it is positioned relative to its competitors.
Evaluating Federated Capital's management team can have a significant impact on its success or failure. Reviewing the track record and experience of Federated Capital's management team can help you assess the Mutual Fund's leadership.
Pay attention to analyst opinions and ratings of Federated Capital's mutual fund. These opinions can provide insight into Federated Capital's potential for growth and whether the stock is currently undervalued or overvalued.
It's essential to remember that evaluating Federated Capital's mutual fund performance is not an exact science, and many factors can impact Federated Capital's mutual fund market price. Therefore, it's also important to diversify your portfolio and not rely solely on one company or stock for your investments.
Other Information on Investing in Federated Mutual Fund
Federated Capital financial ratios help investors to determine whether Federated Mutual Fund is cheap or expensive when compared to a particular measure, such as profits or enterprise value. In other words, they help investors to determine the cost of investment in Federated with respect to the benefits of owning Federated Capital security.